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IDEX
IEX

Overview Fund Activity

292 hedge funds and large institutions have $6.03B invested in IDEX in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 138 reducing their positions, and 36 closing their positions.

Holders
292
Holders Change
-13
Holders Change %
-4.26%
% of All Funds
7.79%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
26
Increased
79
Reduced
138
Closed
36
Calls
$139K
Puts
$512K
Net Calls
-$373K
Net Calls Change
-$105K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$772M
2
Capital International Investors
2
Capital International Investors
California
$57.1M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$39.5M
4
BAMCO Inc
4
BAMCO Inc
New York
$38.9M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$65.1M

Top Sellers

1
SGAM
1
Smith Group Asset Management
Texas
$0
2
Jennison Associates
2
Jennison Associates
New York
$106M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$140M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.77M
5
Charles Schwab
5
Charles Schwab
California
$13.3M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$772M 9,913,639 +2,164,059 +28%
Vanguard Group
2
Vanguard Group
Pennsylvania
$382M 4,906,114 -39,326 -0.8%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$324M 4,163,544 -23,697 -0.6%
Capital Research Global Investors
4
Capital Research Global Investors
California
$295M 3,788,000 +108,000 +3%
ACM
5
Atlanta Capital Management
Georgia
$194M 2,493,149 -8,138 -0.3%
BFA
6
BlackRock Fund Advisors
California
$174M 2,236,249 -55,289 -2%
SAM
7
Southernsun Asset Management
Tennessee
$172M 2,213,124 -72,594 -3%
BIT
8
BlackRock Institutional Trust
California
$166M 2,130,930 -697 -0%
AllianceBernstein
9
AllianceBernstein
Tennessee
$158M 2,023,482 -120,438 -6%
State Street
10
State Street
Massachusetts
$156M 2,007,114 -60,140 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$140M 1,793,334 -229,302 -11%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$136M 1,751,586 +1,928 +0.1%
Primecap Management
13
Primecap Management
California
$112M 1,433,440 -3,630 -0.3%
Jennison Associates
14
Jennison Associates
New York
$106M 1,366,669 -274,541 -17%
Ninety One (UK)
15
Ninety One (UK)
United Kingdom
$96.3M 1,237,295 -23,242 -2%
CGT
16
Capital Guardian Trust
California
$90.7M 1,164,916 -5,103 -0.4%
GI
17
GAMCO Investors
Connecticut
$88.5M 1,136,937 -44,010 -4%
GF
18
Gabelli Funds
New York
$84.7M 1,088,400 -5,500 -0.5%
Capital World Investors
19
Capital World Investors
California
$82.1M 1,055,000 +14,300 +1%
SCM
20
Snyder Capital Management
California
$81.8M 1,051,255 -700 -0.1%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$81.6M 1,048,852 +63,830 +6%
Northern Trust
22
Northern Trust
Illinois
$67.9M 872,322 +44,088 +5%
FAM
23
Fenimore Asset Management
New York
$67.6M 868,182 -7,054 -0.8%
ClearBridge Investments
24
ClearBridge Investments
New York
$65.6M 843,384 -9,184 -1%
PAMU
25
Pictet Asset Management (UK)
United Kingdom
$65.1M 836,779 +166,464 +25%
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